Senior Consultant - Sage Developer

Posted Yesterday
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Cleveland, OH, USA
In-Office
75K-120K Annually
Senior level
Professional Services • Real Estate • Consulting • Financial Services
The Role
Lead end-to-end Sage Intacct implementation projects from discovery through post-implementation support. Serve as the primary client advisor, design and integrate solutions, analyze business processes, guide financial reporting and compliance improvements, migrate historical data, and develop system requirements. Mentor junior consultants, lead complex project delivery, support testing and training, and recommend system optimizations aligned with client needs.
Summary Generated by Built In
What You’ll Do

Are you passionate about transforming finance operations through technology? As a Sage Intacct Implementation Consultant, you’ll take the lead in designing, developing, and delivering end-to-end Sage Intacct implementations that drive meaningful impact for our clients. In this highly collaborative role, you’ll partner closely with cross-functional teams—both onshore and offshore—as well as clients and external vendors to ensure Sage Intacct and integrated solutions are thoughtfully designed, seamlessly executed, and built to evolve alongside our clients’ growing business needs.

If you enjoy combining technical expertise with client-facing strategy and thrive in a fast-paced, team-oriented environment, this role offers the opportunity to make a lasting difference.

Essential Duties:
  • Lead complex Sage Intacct implementation projects from discovery through go-live and post-implementation support
  • Serve as primary client liaison and trusted advisor throughout the engagement lifecycle
  • Design and architect solutions that align with client business requirements and industry best practices
  • Conduct business process analysis and recommend process improvements
  • Provide strategic guidance on financial reporting, compliance, and system optimization
  • Mentor and develop junior team members and consultants
  • Lead clients in analyzing data and provide recommendations in system design and integration
  • Support clients with cleansing and migration of historical data
  • Develop integrations to and from Sage Intacct with additional client systems
  • Develop systems strategy and support definition of system requirements to design, prototype, test, train, define support procedures, and implement practical business solutions utilizing Sage Intacct
Who You Are

Required Qualifications:

  • Bachelor’s degree in Management Information Systems, Computer Science, Software Engineering, Finance, Accounting, or a related field required (or equivalent professional experience)
  • 2-3 years of Intacct implementation experience
  • Advanced knowledge of Systems Delivery Life Cycle and Software Development Lifecycle.
  • Demonstrated record of successful systems and process improvements and continuous on-time execution toward deliverables or milestones.

Preferred Technical Experience & Business Skills:

  • Sage Intacct Core Mastery: Advanced proficiency in common Sage Intacct modules including General Ledger, Accounts Payable/Purchasing, Accounts Receivable/Order Entry, Cash Management, Financial Reporting, and Budgeting
  • Sage Intacct Extensive Module Competency: Proficiency in add on modules within Sage Intacct including smart rules, fixed asset, consolidations, dynamic allocations, SIP, inventory, revenue mgmt. Project Costing & Billing, Inter-Entity Transaction Setup, Pre-paid expense amortization, Printed Document Template Customization
  • Sage Intacct Implementation Certification or ability to obtain within 6 months of hiring
  • Reporting & Analytics: Expertise in creating custom reports, dashboards, and utilizing Sage Intacct's reporting capabilities
  • Financial Acumen: Strong understanding of accounting principles, financial processes, and compliance requirements
  • Business Analysis: Ability to analyze complex business requirements and translate them into a technical solution
  • Industry Knowledge: Understanding of industry-specific requirements and best practices; preferred industry experience within Hospitality, Not For Profit, and broad mid-market level organizations
  • Project Leadership: Proven track record of managing complex, multi-phase implementation projects
  • Demonstrated skills in the areas of time management, communication, relationship building, collaboration, and problem-solving
  • Strong leadership, project management, organizational and analytical skills, initiative and adaptability

Locations

  • Akron, Cleveland, & Youngstown, OH; Baltimore, MD; Buffalo, New York, & Westchester NY; Chicago & Deer Park, IL; Denver, CO; Detroit & St. Clair Shores, MI; Milwaukee, WI; Philadelphia & Pittsburgh, PA

Who We Are

#LifeatCohen


Sure, we like numbers. (But we’ll never treat you like one.)


At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

  • Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
  • Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! 

Learn More About Us!
  • Discover our Passion, Purpose & Expertise
  • Learn more about our Firm's culture

Estimated Base Range: $75,000-$120,000

*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.

Skills Required

  • Bachelor's degree in Management Information Systems, Computer Science, Software Engineering, Finance, Accounting, or a related field, or equivalent professional experience
  • 2-3 years of Sage Intacct implementation experience
  • Advanced knowledge of Systems Delivery Life Cycle and Software Development Lifecycle
  • Record of successful systems and process improvements with consistent on-time execution of deliverables or milestones
  • Advanced proficiency in Sage Intacct core modules, including General Ledger, Accounts Payable/Purchasing, Accounts Receivable/Order Entry, Cash Management, Financial Reporting, and Budgeting
  • Proficiency in Sage Intacct add-on modules, including smart rules, fixed assets, consolidations, dynamic allocations, SIP, inventory, revenue management, project costing and billing, inter-entity transactions, prepaid expense amortization, and document template customization
  • Sage Intacct Implementation Certification or ability to obtain it within six months of hiring
  • Expertise creating custom reports and dashboards using Sage Intacct reporting capabilities
  • Strong understanding of accounting principles, financial processes, and compliance requirements
  • Ability to analyze complex business requirements and translate them into technical solutions
  • Industry experience in hospitality, nonprofit, or broad mid-market organizations
  • Proven track record managing complex, multi-phase implementation projects
  • Strong time management, communication, relationship-building, collaboration, problem-solving, leadership, project management, organizational, and analytical skills
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The Company
900 Employees
Year Founded: 1977

What We Do

Founded in 1977, Cohen & Co is a top tax and accounting firm recognized by USA TODAY. The company provides top-tier tax, assurance, and advisory services to a diverse range of clients, including privately held companies, public and private funds, fund service providers within the asset management industry, and Fortune 1000 multinational enterprises across the United States and internationally.

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